Senior Surety Account Manager

IAT Insurance Group • Scottsdale, AZ

2d • Hybrid

About The Position

The Surety Business Unit at IAT Insurance Group has an immediate opening for a Senior Account Manager in their Scottsdale, Arizona location. This role is responsible for providing comprehensive day-to-day customer service and support to Underwriters, Agents, and Principals. The Senior Account Manager acts as a crucial liaison between the organization and its clients, ensuring that all client needs are effectively met. This position operates on a hybrid schedule, requiring in-office presence from Monday through Wednesday, with the flexibility to work remotely on Thursdays and Fridays.

Requirements

• High school graduate or equivalent
• Minimum of 5 years of experience providing customer support or customer service.
• Previous Surety experience.
• Basic Accounting experience.
• Knowledge of Underwriting support processes and procedures, basic mathematics and problem-solving techniques.
• Strong keyboarding skills.
• Effective written and verbal communication skills used for interaction with all levels of associates and/or external sources in a variety of settings.
• Must be authorized to work in the United States and must not require, now or in the future, VISA sponsorship for employment purposes.

Nice To Haves

• Bachelors Degree
• 2+ years underwriting support experience
• Knowledge of AS400 and OnBase systems preferred but not mandatory.

Responsibilities

• Enters new and renewal business into proprietary rating systems.
• Prepares account service-related documents and other client communications and correspondence.
• Processes renewals, reviewing for accuracy and making requested renewal changes.
• Processes endorsements and audit transactions through communication with agents and underwriters.
• Processes non-renewals and cancellations.
• Reviews all company correspondence to ensure applicability to client needs.
• Maintains bond/account files in accordance with established procedures.
• Establishes and maintains good working relationships with underwriters and agents.
• Answers and processes internal information requests.
• Prepares, submits and tests IT programming requests.
• Prepares and audits various monthly reports.
• Improves/refines professional skills through continuing education and maintaining familiarity with industry trends and standards.
• Assists in training of other employees.
• Performs other duties as assigned.

Benefits

• 26 PTO Days (Entry Level) + 12 Company Holidays = 38 Paid Days Off
• 7% 401(k) Company Match and additional Profit Sharing
• Hybrid work environment
• Numerous training and development opportunities to assist you in furthering your career
• Healthcare and Wellness Programs
• Opportunity to earn performance-based bonuses
• College Loan Assistance Support Plan
• Educational Assistance Program
• Mentorship Program
• Dress for Your Day Policy

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED